+753.8%
ARES vs DOCU
+111.8%
+641.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +6.0% | +6.1% |
| 7D | +10.5% | -3.7% | +14.2% | +11.5% |
| 30D | +16.8% | +15.0% | +1.9% | +12.7% |
| 3M | -3.2% | +39.9% | -43.1% | -11.6% |
| 6M | +16.4% | +66.2% | -49.7% | +1.0% |
| YTD | -12.4% | +17.7% | -30.1% | -17.6% |
| 1Y | -6.9% | +13.7% | -20.5% | -11.8% |
| 3Y | +40.3% | +95.9% | -55.6% | +12.1% |
| 5Y | +86.2% | -71.7% | +157.9% | +101.4% |
| All | +753.8% | +111.8% | +641.9% | +522.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling